CSV Upload

Upload CSV files and turn them into dashboards

CSV exports are easy to create, but hard to analyze in a consistent way. Upload a file to Daymark to get answers as charts and tables, then save them to a dashboard you can share with your team.

CSV files are not built for reporting

Manual cleanup

You spend time renaming columns, fixing formats, and correcting types.

Hard to see changes

Trends and outliers can be missed when you work row by row.

Too many versions

New exports create new files and the numbers stop matching.

How Daymark works with CSV files

Go from file upload to dashboard in minutes

Skip the repeated sorting and filtering. Upload your CSV, ask a question in plain English, and save the result to a dashboard for ongoing reporting.

Step 1

Upload your CSV

Upload a file in minutes with read-only access.

CSV Upload
Daymark
Step 2

Ask a question

Use plain English to explore the data and get a clear visual answer.

Which campaigns increased last week?
Filter by weekCompare regionsGroup by plan
Step 3

Build a dashboard

Save charts and tables to a dashboard your team can use and share.

Revenue
Retention

An AI workspace for trustworthy metrics

Ask questions in plain English, use data from multiple sources, and save answers as dashboards your team can share. No SQL required.

Ask questions and get clear answers

Ask a question and Daymark returns a chart, table, or summary that answers it. Save the result when it is useful.

Which channel drove the most pipeline last week?
Checking tables and fields
Preparing the query
Running the analysis
Building the chart

Use multiple data sources in one place

Bring key metrics from tools like HubSpot, Ads, Analytics, Sheets, and Postgres into one workspace.

HubSpotHubSpot
Deals
Google AdsGoogle Ads
Spend
Google AnalyticsGoogle Analytics
Sessions
One metrics view

Dashboards your team can share

Save answers to dashboards so your team can review the same metrics. Share dashboards for weekly updates, planning, and reviews.

Dashboard analytics grid with four charts

Your data stays yours

Daymark is built for teams that handle sensitive business data. Read-only access, minimum permissions, and AI that never trains on your data.

Access

Read-only access with least privilege

Daymark uses the minimum scopes required for every integration and never writes to your production systems. All connectors are read-only by design.

  • Read-only connectors
  • No production writes
  • Scoped database access

AI safeguards

Built for safe AI analysis

Our AI agents work only with schema metadata and limited query results to generate insights. Your underlying data is never stored on our servers, never used to train models, and never shared with third parties.

  • No training on your data
  • AI agents cannot modify your systems
  • Data never leaves your connected sources

Connect CSV file in Daymark

Start exploring your data with read-only access in minutes.